Investment Reports

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245/245 Reports

  • Result Update:JTL Industries
    Result Update:JTL Industries

    12 Jul 2024

    Stocks covered (1)

    We maintain our BUY rating on the stock.
  • Result Update:TCS
    Result Update:TCS

    12 Jul 2024

    Stocks covered (1)

    TCS
    TCS
    With a strong deal pipeline and increasing demand for newer technologies, we believe TCS will demonstrate quicker recovery in H2FY25. Hence, we maintain our HOLD rating on the stock.
  • Daily Fundamental View:12 July 2024
    Daily Fundamental View:12 July 2024

    12 Jul 2024

    Asian Markets are trading mixed as Nikkei falls almost 2% amid suspected yen intervention. Hang Seng and Shanghai both are trading higher by 2.03% and 0.10% respectively.
  • Pre Union Budget Expectations 2024-25: Budget likely to Strengthen the Narrative of “Viksit Bharat”
    Pre Union Budget Expectations 2024-25: Budget likely to Strengthen the Narrative of “Viksit Bharat”

    12 Jul 2024

    Our Positive Budget Play (Coverage): Hero Motocorp, Ultratech Cement, Nestle, NTPC, Praj Ind., Inox Wind, J Kumar Infra, Ahluwalia Contracts and V-Mart; Our Positive Budget Play (Non-Coverage): M&M (Rural Play), Power Grid, Va Tech Wabag, Bharat Electronics, Sarvotech power
  • Axis Annual Analysis:Bajaj Finance
    Axis Annual Analysis:Bajaj Finance

    12 Jul 2024

    Stocks covered (1)

    We reiterate our BUY recommendation on BAF, valuing the stock at 4.7x FY26E ABV to arrive at a target price of Rs 8,350/share, implying an upside of 18% from the CMP.
  • Daily Fundamental View:11 July 2024
    Daily Fundamental View:11 July 2024

    11 Jul 2024

    Asian Markets are trading positive powered by technology stocks and hopes of a rate cut. Nikkei, Hang Seng, and Shanghai all are trading higher by 0.87%, 1.75% and 0.99% respectively.
  • FMCG and RETAIL Q1FY25 - Earnings Preview
    FMCG and RETAIL Q1FY25 - Earnings Preview

    10 Jul 2024

    OUR TOP POSITIVE PLAYS Staples: Nestle; VBL; Jyothy Labs; Colgate; CCL Products; Britannia Retail: TRENT; Ethos
  • Q1FY25 - Consolidated Earnings Preview
    Q1FY25 - Consolidated Earnings Preview

    10 Jul 2024

    OUR TOP 9 “TRADING BUYs” Earnings Play: Hero Motocorp, Hindalco, Varun Beverages, Federal Bank, Trent, KPIT, PI Industries, Sansera Engineering and HG Infra
  • Q1FY25 Earnings Preview - Automobile
    Q1FY25 Earnings Preview - Automobile

    10 Jul 2024

    Q1FY25 Earnings Play: Auto OEMs: TVS Motors, Hero Motocorp, (and M&M – non coverage) Auto Ancillary: Sansera Engineering Ltd.